Nonprofit · EIN 92-1558507
ASSISTANCE LEAGUE OF CHARLOTTE FOUNDATION
Tax-exempt · CHARLOTTE, NC 28247
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $691,597 | $131,310 | $560,287 | $7,530,576 | $284 | $7,530,292 |
| May 31, 2024 | 990 | $865,612 | $135,472 | $730,140 | $6,974,405 | $4,400 | $6,970,005 |
| May 31, 2023 | 990 | $6,247,698 | $7,833 | $6,239,865 | $6,247,698 | $7,833 | $6,239,865 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $691,597
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,684
- Accounting fees
- $1,110
- Program services (functional)
- $125,000
- Management and general (functional)
- $6,310
Balance sheet and other
- Total assets, start of year
- $6,974,405
- Total assets, end of year
- $7,530,576
- Total liabilities, end of year
- $284
- Net assets, end of year
- $7,530,292
- Net assets without donor restrictions
- $7,530,292
- Gross receipts
- $691,597
- Employees
- 0
- Year formed
- 2022
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRACE BEDNARCIK | BOARD OF DIR Trustee or director | 5 | $0 |
| PAT DRIES | BOARD OF DIR Trustee or director | 5 | $0 |
| KAY FAUCETTE | BOARD OF DIR Trustee or director | 5 | $0 |
| MARY LOU GRGURICH | TREASURER Trustee or director, Officer | 5 | $0 |
| MADA HENDERSON | BOARD OF DIR Trustee or director | 5 | $0 |
| CAROLYN LUNDIN | VICE PRESIDE Trustee or director, Officer | 5 | $0 |
| SUSAN RIELLY | PRESIDENT Trustee or director, Officer | 5 | $0 |
| LAURA ROYSTER | BOARD OF DIR Trustee or director | 5 | $0 |
| KAREN SITTON | BOARD OF DIR Trustee or director | 5 | $0 |
| SUSAN SMYLIE | BOARD OF DIR Trustee or director | 5 | $0 |
990 for the year ended May 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRACE BEDNARCIK | BOARD OF DIR Trustee or director | 5 | $0 |
| GERI DELPRIORE | TREASURER Trustee or director, Officer | 5 | $0 |
| PAT DRIES | BOARD OF DIR Trustee or director | 5 | $0 |
| KAY FAUCETTE | VICE PRESIDE Trustee or director, Officer | 5 | $0 |
| MARY LOU GRGURICH | BOARD OF DIR Trustee or director | 5 | $0 |
| MADA HENDERSON | BOARD OF DIR Trustee or director | 5 | $0 |
| CAROLYN LUNDIN | PRESIDENT Trustee or director, Officer | 5 | $0 |
| SUSAN RIELLY | BOARD OF DIR Trustee or director | 5 | $0 |
| LAURA ROYSTER | BOARD OF DIR Trustee or director | 5 | $0 |
| SUSAN SMYLIE | SECRETARY Trustee or director, Officer | 5 | $0 |
| FRAN WHISNANT | BOARD OF DIR Trustee or director | 5 | $0 |
990 for the year ended May 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRACE BEDNARCIK | BOARD OF DIR Trustee or director | 5 | $0 |
| ANN DAVIS | BOARD OF DIR Trustee or director | 5 | $0 |
| KAY FAUCETTE | VICE PRESIDE Trustee or director, Officer | 10 | $0 |
| MARY LOU GRGURICH | BOARD OF DIR Trustee or director | 10 | $0 |
| MADA HENDERSON | BOARD OF DIR Trustee or director | 5 | $0 |
| CAROLYN LUNDIN | PRESIDENT Trustee or director, Officer | 10 | $0 |
| LAURA ROYSTER | SECRETARY Trustee or director, Officer | 10 | $0 |
| SUSAN SMYLIE | BOARD OF DIR Trustee or director | 5 | $0 |
| FRAN WHISNANT | TREASURER Trustee or director, Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 471112, CHARLOTTE, NC 28247-1112
- In care of
- % CAROLYN LUNDIN
- Principal officer (990 for 2024)
- CAROLYN LUNDIN, PO BOX 471112, CHARLOTTE, NC 28247
- Signed the 990
- CAROLYN LUNDIN, VICE PRESIDENT
- Phone
- (704) 525-5228
- Return prepared by
- J RONALD MARTIN PA
Mission
TO SUPPORT THE NEEDS OF LIFT UP CAROLINAS, A 501(C)3 NONPROFIT ORGANIZATION.
Program accomplishments
- TO SUPPORT THE NEEDS OF LIFT UP CAROLINAS, A 501(C)3 NONPROFIT ORGANIZATION.Expenses $125,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 92-1558507
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2024
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $7,530,576
- Income (IRS master file)
- $691,597
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $691,597 | $131,310 | $7,530,576 | XML |
| 990 | May 2024 | $865,612 | $135,472 | $6,974,405 | XML |
| 990 | May 2023 | $6,247,698 | $7,833 | $6,247,698 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 92-1558507).
Questions about ASSISTANCE LEAGUE OF CHARLOTTE FOUNDATION
- What is the EIN of ASSISTANCE LEAGUE OF CHARLOTTE FOUNDATION?
- The employer identification number (EIN) of ASSISTANCE LEAGUE OF CHARLOTTE FOUNDATION is 92-1558507.
- Is ASSISTANCE LEAGUE OF CHARLOTTE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to ASSISTANCE LEAGUE OF CHARLOTTE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does ASSISTANCE LEAGUE OF CHARLOTTE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ASSISTANCE LEAGUE OF CHARLOTTE FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASSISTANCE LEAGUE OF CHARLOTTE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of ASSISTANCE LEAGUE OF CHARLOTTE FOUNDATION?
- The 990 for the year ended May 31, 2025 names CAROLYN LUNDIN.
- Who are the officers and directors of ASSISTANCE LEAGUE OF CHARLOTTE FOUNDATION?
- The 990 for the year ended May 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ASSISTANCE LEAGUE OF CHARLOTTE FOUNDATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $691,597, expenses of $131,310 and total assets of $7,530,576 at year end.
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All nonprofits in CHARLOTTE · North Carolina · Philanthropy, voluntarism and grantmaking foundations